SOUTHWEST CARPENTERS TRAINING FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: SOUTHWEST CARPENTERS TRAINING FUND (EIN 95-2106266)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-11-14
IRS object ID: 202243189349318834
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule B
Schedule D
Schedule J
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-11-14T18:39:38-06:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	470900880	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	CALIBRE CPA GROUP PLLC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	7501 WISCONSIN AVENUE SUITE 1200	AddressLine1Txt
Address Line2	WEST	AddressLine2Txt
City	BETHESDA	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	20814	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	952106266	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	SOUTHWEST CARPENTERS TRAINING FUND	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	SOUT	BusinessNameControlTxt
Phone	2133868590	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 SOUTH FREMONT AVENUE	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PETE RODRIGUEZ	PersonNm
Person Title	TRUSTEE	PersonTitleTxt
Phone	2133868590	PhoneNum
Signature	2022-11-14	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	PETE	PersonFirstNm
Person Last	RODRIGUEZ	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SUBRINA WOOD CPA	PreparerPersonNm
PTIN	P00365899	PTIN
Phone	2023319880	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PETE RODRIGUEZ	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 S FREMONT AVE	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$47,110,976	GrossReceiptsAmt
Group Return For Affiliates	0	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Website Address	N/A	WebsiteAddressTxt
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Formation	1958	FormationYr
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE EDUCATION AND TRAINING.	ActivityOrMissionDesc
Voting Members Governing Body	15	VotingMembersGoverningBodyCnt
Voting Members Independent	15	VotingMembersIndependentCnt
Total Employee	116	TotalEmployeeCnt
Total Volunteers	15	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$362,436	PYContributionsGrantsAmt
CY Contributions Grants	$2,010,849	CYContributionsGrantsAmt
PY Program Service Revenue	$37,098,566	PYProgramServiceRevenueAmt
CY Program Service Revenue	$34,068,984	CYProgramServiceRevenueAmt
PY Investment Income	$2,453,883	PYInvestmentIncomeAmt
CY Investment Income	$476,961	CYInvestmentIncomeAmt
PY Other Revenue	$76,418	PYOtherRevenueAmt
CY Other Revenue	$78,711	CYOtherRevenueAmt
PY Total Revenue	$39,991,303	PYTotalRevenueAmt
CY Total Revenue	$36,635,505	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$12,356,352	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$13,709,784	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$21,818,147	PYOtherExpensesAmt
CY Other Expenses	$23,119,566	CYOtherExpensesAmt
PY Total Expenses	$34,174,499	PYTotalExpensesAmt
CY Total Expenses	$36,829,350	CYTotalExpensesAmt
PY Revenues Less Expenses	$5,816,804	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$193,845	CYRevenuesLessExpensesAmt
Total Assets BOY	$45,053,823	TotalAssetsBOYAmt
Total Assets EOY	$45,866,437	TotalAssetsEOYAmt
Total Liabilities BOY	$2,675,196	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,632,697	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$42,378,627	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$42,233,740	NetAssetsOrFundBalancesEOYAmt
Mission	TO PROVIDE APPRENTICESHIP TRAINING.	MissionDesc
Significant New Program Srvc	0	SignificantNewProgramSrvcInd
Significant Change	0	SignificantChangeInd
Desc	TO PROVIDE EDUCATION AND TRAINING TO MEMBERS WHO ARE TO BECOME CARPENTERS APPRENTICES FOR JOB SITE CONSTRUCTION.	Desc
Described In Section501c3	0	DescribedInSection501c3Ind
Schedule B Required	Yes (1)	ScheduleBRequiredInd
Political Campaign Acty	0	PoliticalCampaignActyInd
Subject To Proxy Tax	0	SubjectToProxyTaxInd
Donor Advised Fund	0	DonorAdvisedFundInd
Conservation Easements	0	ConservationEasementsInd
Collections Of Art	0	CollectionsOfArtInd
Credit Counseling	0	CreditCounselingInd
Donor Rstr Or Quasi Endowments	0	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (1)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (1)	ReportInvestmentsOtherSecInd
Report Program Related Invst	0	ReportProgramRelatedInvstInd
Report Other Assets	0	ReportOtherAssetsInd
Report Other Liabilities	Yes (1)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (1)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	Yes (1)	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	0	ConsolidatedAuditFinclStmtInd
School Operating	0	SchoolOperatingInd
Foreign Office	0	ForeignOfficeInd
Foreign Activities	0	ForeignActivitiesInd
More Than5000 K To Org	0	MoreThan5000KToOrgInd
More Than5000 K To Individuals	0	MoreThan5000KToIndividualsInd
Professional Fundraising	0	ProfessionalFundraisingInd
Fundraising Activities	0	FundraisingActivitiesInd
Gaming Activities	0	GamingActivitiesInd
Operate Hospital	0	OperateHospitalInd
Grants To Organizations	0	GrantsToOrganizationsInd
Grants To Individuals	0	GrantsToIndividualsInd
Schedule J Required	Yes (1)	ScheduleJRequiredInd
Tax Exempt Bonds	0	TaxExemptBondsInd
Loan Outstanding	0	LoanOutstandingInd
Grant To Related Person	0	GrantToRelatedPersonInd
Business Rln With Org Mem	0	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	0	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	0	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	0	DeductibleNonCashContriInd
Deductible Art Contribution	0	DeductibleArtContributionInd
Terminate Operations	0	TerminateOperationsInd
Partial Liquidation	0	PartialLiquidationInd
Disregarded Entity	0	DisregardedEntityInd
Related Entity	Yes (1)	RelatedEntityInd
Related Organization Ctrl Ent	0	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	0	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (1)	ScheduleORequiredInd
IRP Document	13	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (1)	BackupWthldComplianceInd
Employee	116	EmployeeCnt
Employment Tax Returns Filed	Yes (1)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	0	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Taxable Party Notification	0	TaxablePartyNotificationInd
Nondeductible Contributions	0	NondeductibleContributionsInd
Indoor Tanning Services	0	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	0	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	15	GoverningBodyVotingMembersCnt
Independent Voting Member	15	IndependentVotingMemberCnt
Family Or Business Rln	0	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	0	DelegationOfMgmtDutiesInd
Change To Org Documents	0	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	0	MaterialDiversionOrMisuseInd
Members Or Stockholders	0	MembersOrStockholdersInd
Election Of Board Members	0	ElectionOfBoardMembersInd
Decisions Subject To Approva	0	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (1)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (1)	MinutesOfCommitteesInd
Officer Mailing Address	0	OfficerMailingAddressInd
Local Chapters	0	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (1)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	0	ConflictOfInterestPolicyInd
Whistleblower Policy	0	WhistleblowerPolicyInd
Document Retention Policy	Yes (1)	DocumentRetentionPolicyInd
Compensation Process CEO	0	CompensationProcessCEOInd
Compensation Process Other	0	CompensationProcessOtherInd
Investment In Joint Venture	0	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS SOUTHWEST ADMIN CORP	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2133868590	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 S FREEMONT AVE	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Field	Value	IRS element (for citing)
No Listed Persons Compensated	Yes (X)	NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
ALLEN OTHMAN
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CURTIS CONYERS JR
TRUSTEE	1.00	Yes (X)	$0	$0	$0
RICHARD HARRIS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DOUGLAS MCCARRON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CLINT G LARISON
TRUSTEE	1.00	Yes (X)	$0	$0	$0
DANIEL LANGFORD
TRUSTEE	1.00	Yes (X)	$0	$0	$0
FRANK HAWK
TRUSTEE	1.00	Yes (X)	$0	$0	$0
PETE RODRIGUEZ
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CALVIN YOSHIDA
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JOSH RAPER
TRUSTEE	1.00	Yes (X)	$0	$0	$0
SEAN HARTRANFT
TRUSTEE	1.00	Yes (X)	$0	$0	$0
BARRY JENKINS
TRUSTEE	1.00	Yes (X)	$0	$0	$0
ANTHONY ROSETTI
TRUSTEE	1.00	Yes (X)	$0	$0	$0
CHARLES MUTTILLO
TRUSTEE	1.00	Yes (X)	$0	$0	$0
JACOB LOPEZ
TRUSTEE	1.00	Yes (X)	$0	$0	$0
MERCY URREA
TRUSTEE (RESIGNED)	1.00	Yes (X)	$0	$0	$0
TRAVIS WINSOR
TRUSTEE (RESIGNED)	1.00	Yes (X)	$0	$0	$0
JD HERRON
TRUSTEE (RESIGNED)	1.00	Yes (X)	$0	$0	$0
LOUIS ONTIVEROS
TRAINING DIRECTOR	40.00		$219,899	$0	$38,870	Yes (X)
GALO TOAPANTA
INSTRUCTOR	40.00		$154,324	$0	$38,101		Yes (X)
VICTOR M SANDOVAL
INSTRUCTOR	40.00		$150,791	$0	$38,401		Yes (X)
EUGENE L BENAVENTE
INSTRUCTOR	40.00		$149,431	$0	$37,068		Yes (X)
ADAM J KAWAMOTO
INSTRUCTOR	40.00		$149,273	$0	$38,526		Yes (X)
MICHAEL PATRICK ORTA
INSTRUCTOR	40.00		$147,873	$0	$37,868		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$971,591	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$228,834	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	54	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	0	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (1)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	0	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (3 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
CARPENTERS SOUTHWEST ADMINISTRATIVE CORP
533 S FREMONT AVE	LOS ANGELES	CA	90071	ADMINISTRATIVE SERVICES	$648,762
DECARLO SHANLEY ATTORNEYS AT LAW
533 S FREMONT AVE	LOS ANGELES	CA	90071	LEGAL SERVICES	$148,284
WASHINGTON CAPITAL MANAGEMENT
1200 SIXTH AVE STE 700	SEATTLE	WA	98101	CONSULTING SERVICES	$112,632

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	6	CntrctRcvdGreaterThan100KCnt
Government Grants	$1,534,685	GovernmentGrantsAmt
All Other Contributions	$476,164	AllOtherContributionsAmt
Total Contributions	$2,010,849	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (5 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	900099	$29,582,998	$29,582,998
COST AGREEMENT REIMBURSEMENTS	900099	$4,019,951	$4,019,951
TRAINING CENTER REIMBURSED EXPENS	900099	$404,566	$404,566
TEXTBOOK RECEIPTS	900099	$31,745	$31,745
LIQUIDATED DAMAGES	900099	$29,724	$29,724

Field	Value	IRS element (for citing)
Total Program Service Revenue	$34,068,984	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$591,386	TotalRevenueColumnAmt
Exclusion	$591,386	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$78,711	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$78,711	RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$78,711	TotalRevenueColumnAmt
Exclusion	$78,711	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$10,361,046	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$10,475,471	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$114,425	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$114,425	TotalRevenueColumnAmt
Exclusion	-$114,425	ExclusionAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$36,635,505	TotalRevenueColumnAmt
Related Or Exempt Func Income	$34,068,984	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$555,672	ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$258,769	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$9,772,165	TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$1,398,802	TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$1,480,221	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$799,827	TotalAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$513,747	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$176,197	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$44,800	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$39,432	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$210,422	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,371,990	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$5,214	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$10,237,459	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,107,353	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$21,241	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$829,207	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$684,963	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
UBC NATIONAL FUNDS	$5,433,075
MANIPULATIVE MATERIALS	$1,348,285
JOURNEYMAN TRAINING	$608,765
WELDING EXPENSES	$223,721

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$263,695	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$36,829,350	TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$522,622	BOYAmt
EOY	$8,679,924	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$8,949,580	BOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,215,749	BOYAmt
EOY	$5,248,515	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$383,949	BOYAmt
EOY	$505,489	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$247,043	BOYAmt
EOY	$292,670	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,231,154	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$10,713,175	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$3,633,878	BOYAmt
EOY	$3,517,979	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$26,821,360	BOYAmt
EOY	$21,027,007	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
EOY	$6,336,286	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$279,642	BOYAmt
EOY	$258,567	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$45,053,823	BOYAmt
EOY	$45,866,437	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$2,527,962	BOYAmt
EOY	$3,585,350	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$147,234	BOYAmt
EOY	$47,347	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,675,196	BOYAmt
EOY	$3,632,697	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$42,378,627	BOYAmt
EOY	$42,233,740	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$42,378,627	BOYAmt
EOY	$42,233,740	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$45,053,823	BOYAmt
EOY	$45,866,437	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$193,845	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$48,958	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$0	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	0	AccountantCompileOrReviewInd
FS Audited	Yes (1)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (1)	AuditCommitteeInd
Federal Grant Audit Required	0	FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$739,707	OtherCostOrOtherBasisAmt
Book Value	$739,707	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$8,272,594	OtherCostOrOtherBasisAmt
Depreciation	$6,609,315	DepreciationAmt
Book Value	$1,663,279	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,908,445	OtherCostOrOtherBasisAmt
Depreciation	$2,564,265	DepreciationAmt
Book Value	$344,180	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,310,408	OtherCostOrOtherBasisAmt
Depreciation	$1,539,595	DepreciationAmt
Book Value	$770,813	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$3,517,979	TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	U.S. EQUITY PRIVATE PLACEMENT	Desc
Book Value	$6,336,286	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$6,336,286	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	DEFERRED COMPENSATION LIABILITY	Desc
Amt	$47,347	Amt

Field	Value	IRS element (for citing)
Total Liability	$47,347	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd
Total Rev Etc Audited Fincl Stmt	$36,613,286	TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst	$48,958	NetUnrealizedGainsInvstAmt
Revenue Not Reported	$48,958	RevenueNotReportedAmt
Revenue Subtotal	$36,564,328	RevenueSubtotalAmt
Investment Expenses Not Incld	$39,432	InvestmentExpensesNotIncldAmt
Other Revenues Not Included	$31,745	OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt	$71,177	RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990	$36,635,505	TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt	$36,758,173	TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included	-$31,745	OtherExpensesIncludedAmt
Expenses Not Reported	-$31,745	ExpensesNotReportedAmt
Expenses Subtotal	$36,789,918	ExpensesSubtotalAmt
Investment Expenses Not Incld2	$39,432	InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt	$39,432	ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990	$36,829,350	TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART X, LINE 2:	THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS QUALIFIED PURSUANT TO SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC) AND UNDER SECTION 23701(A) OF THE REVENUE AND TAXATION CODE OF THE STATE OF CALIFORNIA AS A TAX EXEMPT ORGANIZATION. THE FUND HAS OBTAINED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE AND THE FUND SPONSOR BELIEVES THAT THE FUND, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. THEREFORE, NO PROVISION FOR INCOME TAXES HAS BEEN INCLUDED IN THE FUND'S FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 4B - OTHER ADJUSTMENTS:	TEXTBOOK RECEIPTS 31,745.
PART XII, LINE 2D - OTHER ADJUSTMENTS:	TEXTBOOK RECEIPTS -31,745.
PART XI; LINE 4B	THE AMOUNT OF $31,745 IS LISTED FOR TEXTBOOK EXPENSE NET OF TEXTBOOK RECEIPTS, WHICH HAS BEEN INCLUDED AS INCOME ON THE FORM 990.
PART XII; LINE 2D	THE AMOUNT OF $31,745 IS LISTED FOR TEXTBOOK EXPENSE NET OF TEXTBOOK RECEIPTS, WHICH HAS BEEN INCLUDED AS INCOME ON THE FORM 990. IN ADDITION, $492 IS INCLUDED IN REVENUE AS A GAIN ON THE SALE OF PROPERTY AND EQUIPMENT.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Severance Payment	0	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	0	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	0	EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
LOUIS ONTIVEROS
TRAINING DIRECTOR	$219,899	$0	$0	$0	$0	$0	$22,230	$0	$16,640	$0	$258,769	$0	$0	$0
GALO TOAPANTA
INSTRUCTOR	$154,324	$0	$0	$0	$0	$0	$17,783	$0	$20,318	$0	$192,425	$0	$0	$0
VICTOR M SANDOVAL
INSTRUCTOR	$150,791	$0	$0	$0	$0	$0	$17,939	$0	$20,462	$0	$189,192	$0	$0	$0
ADAM J KAWAMOTO
INSTRUCTOR	$149,273	$0	$0	$0	$0	$0	$17,978	$0	$20,548	$0	$187,799	$0	$0	$0
EUGENE L BENAVENTE
INSTRUCTOR	$149,431	$0	$0	$0	$0	$0	$17,352	$0	$19,716	$0	$186,499	$0	$0	$0
MICHAEL PATRICK ORTA
INSTRUCTOR	$147,873	$0	$0	$0	$0	$0	$17,680	$0	$20,188	$0	$185,741	$0	$0	$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11B	FORM 990 IS REVIEWED BY THE ADMINISTRATOR PRIOR TO FILING, AND AFTER APPROVAL OF THE AUDITED FINANCIAL STATEMENTS BY THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION C, LINE 19	ORGANIZATIONAL DOCUMENTS AND FINANCIAL INFORMATION ARE AVAILABLE BY APPOINTMENT AT THE ADMINISTRATOR'S OFFICE.
FORM 990; PART XII; LINE 2 C:	THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Controlled OrganizationControlledOrganizationInd
SOUTHWEST CARPENTERS PENSION TRUST
533 SOUTH FREMONT	LOS ANGELES	CA	90071	956042875	TO PROVIDE PENSION BENEFITS	CA	401 (A)	0
SOUTHWEST CARPENTERS VACATION TRUST
533 SOUTH FREMONT	LOS ANGELES	CA	90071	956042279	TO PROVIDE VACATION BENEFITS	CA	501(C)(9)	0
SOUTHWEST CARPENTERS HEALTH AND WELFARE TRUST
533 SOUTH FREMONT	LOS ANGELES	CA	90071	956042873	TO PROVIDE MEDICAL AND DENTAL BENEFITS	CA	501(C)(9)	0

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	CARPENTERS SOUTHWEST ADMINISTRATIVE CORPORATION	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	533 SOUTH FREMONT	AddressLine1Txt
City	LOS ANGELES	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	90071	ZIPCd

Field	Value	IRS element (for citing)
EIN	953687194	EIN
Primary Activities	TO PROVIDE ADMINISTRATIVE SERVICES	PrimaryActivitiesTxt
Legal Domicile State	CA	LegalDomicileStateCd
Entity Type	C	EntityTypeTxt
Controlled Organization	0	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	0	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	0	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	0	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	0	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	0	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	0	DivRelatedOrganizationInd
Asset Sale To Other Org	0	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	0	AssetPurchaseFromOtherOrgInd
Asset Exchange	0	AssetExchangeInd
Rental Of Facilities To Oth Org	0	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	0	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	0	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	0	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (1)	SharingOfFacilitiesInd
Paid Employees Sharing	0	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (1)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	0	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	0	TransferToOtherOrgInd
Transfer From Other Org	0	TransferFromOtherOrgInd